Our Trusts and Estates attorneys handle all manner of trust and estate needs as well as advance medical directives, business succession planning, charitable-giving techniques, estate and gift tax planning and tax returns, and powers of attorney.

We assist with planning and setting up appropriate structures to manage assets during an individual’s lifetime, as well as arranging for the transfer of assets to chosen beneficiaries. We also provide counsel on making charitable gifts through private foundations and other gift-giving vehicles, and resolve estate and gift tax issues at the examination and appeals levels of the Internal Revenue Service or through litigation.

We recognize the emotional and financial aspects of working with people’s estates and trusts. We approach our work with concern for the family issues involved and the conviction to be sure that what is, or was, intended is accomplished.

Our services include:

  • Advising executors and trustees on the interpretation of wills and trust agreements
  • Assisting owners with succession planning for their businesses
  • Providing counsel on the administration of estates and trusts
  • Representing fiduciaries and beneficiaries in will contests and contests involving trusts